Mining the Solana ecosystem, what are the potential benefits at the Breakpoint conference?

Original author: fabiano.sol

Original translation: Azuma, Odaily Planet Daily

Editor's note: From September 20 to September 21, Beijing time, the fourth Breakpoint will be held in Singapore. As the largest and most influential ecological conference in the Solana ecosystem (especially considering that the fermentation time of Breakpoint last year was almost highly consistent with the explosion cycle of SOL), Breakpoint carries the information exchange expectations of the entire Solana ecosystem for value judgment, future direction, and wealth code.

In the following article, KOL fabiano.sol, who focuses on the Solana ecosystem, summarizes the publicity plans and potential publicity content of major ecological projects during the Breakpoint cycle. For investors who intend to participate in the Solana ecosystem in depth, this inventory may be regarded as an "upgrade notice" for the second half of the year.

For the Solana ecosystem. Breakpoint has been a gold mine for alpha information and early insights.

Nosana grew 400x after last year’s presentation.

I looked up a list of Solana ecosystem projects that are interested in launching during the Breakpoint cycle, and the following projects may see a rise after releasing positive news.

Project 1: Jupiter (JUP)

Jupiter will host multiple community events during the Breakpoint cycle, and the most notable event may be the keynote speech by co-founder SIONG on September 20th from 11:55 AM to 12:10 PM (UTC+ 8).

During last year’s Breakpoint cycle, Jupiter announced its airdrop plan, and this year is expected to have another major reveal, which may be a mobile app or other important product updates.

Potentially positive dynamics:

· Jupiter mobile application;

· Other major product updates.

Project 2: Sanctum (CLOUD)

Sanctum not only sponsored several large-scale events during the Breakpoint cycle.

FP Lee, founder of Sanctum, will also be speaking at the keynote on September 21st at 2:50 pm - 2:55 pm (UTC+8).

This could be an interesting talk with the latest updates on CEX LST.

Potentially positive developments:

· Sanctum Wonderland S 2;

· LST use case updates;

· CEX LST.

Project 3: Solayer

Jason Li, co-founder of Solayer Labs, will discuss the development of Solayer and re-staking issues on September 21st at 3:30 pm - 3:35 pm.

Solayer has had some very bullish announcements recently (funding, CEX LST, etc.).

Potentially positive developments:

· Re-staking progress;

· Roadmap update;

· Token and airdrop plan.

Project 4: Wormhole (W)

Since the TGE in April this year, the price of Wormhole's token has fallen by 85%.

Wormhole co-founders Dan Reecer and Robinson Burkey will give a product keynote and hint at a large-scale protocol update.

Potential positive dynamics:

· Wormhole Sigma (application chain);

· Staking (Note: W is not currently available for direct staking on Solana);

· Roadmap and phase updates.

Project 5: Kamino (KMNO)

Kamino is in a very good stage of development and is expected to become the absolute DeFi center on Solana.

I am personally very optimistic about Kamino and its tokens, and they are constantly working hard to make DeFi better.

During the afternoon of September 21st at 2:35-2:40 (UTC+ 8), Kamino's co-founder y 2 kappa will deliver a keynote speech and may announce more Alpha information.

Potential positive dynamics:

· Product upgrades;

· Roadmap;

· Kamino Lend V2

Project 6: deBridge

There are rumors that deBridge will hold a TGE in September. I personally don’t think there will be any progress before Breakpoint opens.

Alex Smirnov, co-founder of deBridge, will give a product keynote speech on September 21st at 4:45-5:45 pm (UTC+ 8).

Potential positive dynamics:

· TGE plan (including airdrops and other related matters).

Project 7: Tensor (TNSR)

2024 is the most important year for Tensor, and the protocol's co-founder and CTO Richard is not stopping. He will give a speech on September 21st at 5:30-5:35 pm (UTC+ 8).

Potential positive dynamics:

· Tensor platform upgrade;

· TNSR use case expansion.

Project 8: Magic Eden (ME)

Apart from announcing more details about ME's TGE, any other news from Magic Eden will be a huge surprise, especially at a conference where everyone is talking about your brand and token.

Magic Eden founder Jack Lu will give a speech at 12:35-12:45 (UTC+ 8) on September 21.

Potential positive dynamics:

· ME TGE;

· Roadmap update.

Project Nine: Meteora (MET)

Meteora will also hold some events during Breakpoint, such as live LP teaching to Meteora's liquidity providers.

Meteora team member benchow.sol will participate in a debate at 4:20-4:40 (UTC+ 8) on September 20. I don't think he will rush to advance MET-related matters, but may reveal some Alpha information.

Potentially positive developments:

· MET Alpha information;

· Liquidity mining Alpha information.

Project 10: Flash Trade

Will Flash Trade release token-related information? This is a good question.

Flash Trade developer Anas will answer this question and more in his speech on September 21st at 3:35-3:40 pm (UTC+8).

· Potentially positive developments:

· Token-related information.

Project 11: Birdeye

Birdeye is an on-chain transaction data aggregator... and has no token.

It seems unlikely that Birdeye will issue a token since they already have another reward system, but it is not absolute.

It is worth noting that Birdeye is very interested in Solana because its co-founder Kha NT previously worked at Solscan and will give a keynote speech on September 20th at 11:50-11:55 AM (UTC+8).

Potential positive developments:

· Birdeye token;

· Platform upgrade (integration with Solana).

Project 12: Solana Mobile

All those who are waiting for the second generation of Solana Mobile devices may be excited.

Emmett Hollyer, General Manager of Solana Mobile, will deliver a keynote speech at 10:50-11:05 AM (UTC+8).

Who knows if we will see miracles again on Solana Mobile Generation 2?

· Potentially positive dynamics:

· Second-generation devices.

Other project dynamics

In addition to the above projects, some other mainstream projects in the Solana ecosystem may also announce major progress during the BreakPoint cycle, including but not limited to Jito may announce more Alpha information about re-staking; Drift Protocol may announce relevant dynamics about Debate and Events; Helius may also announce some major updates.

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